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  • AMD: 2016 Will Mark Something Unique [View article]
    FYI - 7nm comes after 10 and no that will not happen DWD. Investments + time per process node is extremely high and is becoming far more complex with each iteration. 14nm was difficult for INTC and there is no reason to believe 10nm will be an easier. They will get the process technology down but I do expect delays.
    Jun 30, 2015. 11:49 AM | 2 Likes Like |Link to Comment
  • AMD's Rapidly Declining R&D Myth [View article]
    Glad you discussed this issue as many people conveniently forgot that AMD's partners were footing the bills for R&D. One other thing to remember is that AMD is also using this IP portfolio very efficiently. What they produce in one area (GPU technology) can be leveraged in other areas (APUs) for example.
    Apr 1, 2015. 10:37 AM | 11 Likes Like |Link to Comment
  • AMD's Carrizo: What's The Fuss About [View article]
    I think some of your assumptions are way off. First, you need to remember that AMD processors are really only selling right now in laptops, not desktops. This info was stated in multiple cc's as they stated that they are actually growin share in consumer laptops. So they produced a product specifically tailored for this segment. Therefore, that's why it doesn't seem like a good fit for desktops.

    Also the graphics comment (saying iris is better because of process technology) amd graphics on 28nm still greatly beat anything intel can produce on 14
    Feb 27, 2015. 07:39 PM | 2 Likes Like |Link to Comment
  • AMD's Nvidia Problem [View article]
    Oct 28, 2014. 04:59 PM | Likes Like |Link to Comment
  • AMD's Nvidia Problem [View article]
    Jeez who ever came up with the name "BungBungame" is surely a bonehead. I hear that and immediately think about one of those child tablets that only have educational software on it. (The type that teach you about the alphabet or colors.)
    Oct 28, 2014. 02:39 PM | 5 Likes Like |Link to Comment
  • AMD's Nvidia Problem [View article]
    "IDC has reported that sales of AMD based HP commercial notebooks in the UK have increased seven per cent year on year, with H1 2014 market share sitting at 31 per cent compared to 24 per cent in H1 2012".

    I can read 100 of these articles and it still won't matter because AMD already guided down 13% +-3% for Q4 14. I can promise you that everyone on StockTwits that thinks they purposely guided down is wrong.
    Oct 28, 2014. 02:37 PM | 4 Likes Like |Link to Comment
  • AMD Seasonality Does Not Imply Failure [View article]
    Hi thanks for article, I did have a couple of comments:

    1) "These are significant wins, but far smaller than the game console wins. Call it $2 billion over 3 years, or about $670 million per year".

    Actually, Lisa indicated that they were about $500 Million each lifetime revenue over 3 years. This indicates 83M/Qtr for the 3 years.

    2) "For AMD detractors the big negative was Q4 guidance of revenue being down 10% to 16% sequentially. For some it was a signal they are right to keep on shorting the stock. However, I think it reflects a change in seasonality"

    The seasonality is really only reflected in the game consoles as you correctly indicated that Q3 was the quarter would be highest. For the majority of AMD products though, they just do not have anything competitive right now. Their architecture stinks and they are a couple nodes behind INTC. As described in another article, 2015 is the year they just have to stay alive where 2016 is the finish line.

    3) "It would help investors and analysts if AMD would break out its revenue specific to gaming consoles."

    Gaming consoles is probably the easiest to track. You can use for this. The purpose of breaking it into 2 distinct areas is so they can say hey we met our goal to 50% revenue outside traditional markets by end of 15.

    4) "Intel gained overall market share, as evidenced by its PC Client group revenue being up 9% y/y. AMD, in contrast, saw its Computing and Graphics segment revenue down 16% y/y. "

    While there is no question that INTC gained market share in Q3, I do question the amount of market share. The fact is, INTC already had the vast majority of the enterprise market so if companies were just refreshing their computers still from the XP refresh, then this isnt really market share gain, but just keeping existing share. I do agree though, that AMD did probably lose some share though from consumer.

    Again, thanks for your article.
    Oct 21, 2014. 11:43 AM | 1 Like Like |Link to Comment
  • Thoughts On AMD's New CEO [View article]
    Not to fast, you are forgetting that what has made AMD profitable again (I know, not by much), is their ability to reuse IP for their semi custom work. If you break the company apart, you immediately lose that ability.
    Oct 13, 2014. 01:48 PM | 4 Likes Like |Link to Comment
  • Thoughts On AMD's New CEO [View article]
    I've seen a lot of speculation on why List was promoted but the most logical reasoning is what Rory said, the first 2 phases of the turnaround was complete and it was Lisa's turn to make the 3rd phase work. As for the timing issue, again Rory's response is probably the most logical as well. It was material information and they had a fiduciary duty to disclose it.
    Oct 13, 2014. 01:45 PM | 3 Likes Like |Link to Comment
  • Sell AMD: Traditional Markets Will Do Damage [View article]
    I wonder what the market in China will be for this:
    Aug 19, 2014. 05:20 PM | 7 Likes Like |Link to Comment
  • Sell AMD: Traditional Markets Will Do Damage [View article]
    Interesting that as IDC and Gartner pointed out, AMD lost significant market share in PC business but JBR is reporting that AMD gained 11% market share in Graphics (this includes integrated GPUs).
    Aug 19, 2014. 05:05 PM | 4 Likes Like |Link to Comment
  • AMD's Future Is In The Hands Of Samsung, Global Foundries And... Apple [View article]
    To your last point, you are failing to remember that in order to compete in semicustom on the cheap, they have to have many IP blocks that they can use and then make 'some' changes here and there. They can't just design semicustom chips from the ground up for each customer.
    Jul 18, 2014. 02:45 PM | Likes Like |Link to Comment
  • AMD Could Beat Earnings Estimates [View article]
    Because it has to do with expectations not current earnings
    Apr 10, 2014. 12:17 PM | Likes Like |Link to Comment
  • Why AMD's Breakout Above $4 Is Significant [View article]
    Let me start off my saying, I am long AMD but your comment, ["Even Intel appears to be stumbling. The shift from buying based on performance seems to be a legacy of the dwindling DIY PC market space. What regular consumers are actually interested in is the product experience and value for the money spent."] is wrong.

    If you look at what segment of the PC market is dwindling, it is not the high-end, its the low-end because of the advent of mobile based computing. INTCs high-end Haswell and soon-to-be Broadwell will continue to sell at great quantities. Why? Because at the high-end, people don't care about performance per watt, they care about performance first and foremost and cost at a distant second. And we can all agree that AMD cannot touch INTC on performance. No if's, and's, or but's.
    Apr 1, 2014. 04:19 PM | 1 Like Like |Link to Comment
  • AMD: Sell On The Hype [View article]
    "The fledgling ARM server ecosystem is in dire need of a leader".

    Especially since Calxeda bit the dust!
    Feb 7, 2014. 04:25 PM | 4 Likes Like |Link to Comment
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